Unclaimed
Kevin Kearney is an active Registered Representative and Investment Adviser Representative with Coordinated Capital Securities, Inc. with 30 years of experience in the industry. Kevin has been registered with the firm since 1999. Prior to that, he was affiliated with H.D. Vest Investment Securities, Inc., ISFA Corporation, Coordinated Capital Securities of WI Inc., The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company and Mutual Service Corporation. Kevin is licensed to provide investment advice in California, Illinois, Indiana, Texas and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
02/09/2024 - Present
Coordinated Capital Securities, Inc. (WAUNAKEE WI)
TX
01/07/1999 - 05/03/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
WI
10/27/1988 - 08/26/1989
ISFA CORPORATION (APPLETON WI)
NA
09/21/1987 - 10/13/1988
COORDINATED CAPITAL SECURITIES OF WI INC.
NA
10/22/1985 - 11/03/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
10/22/1985 - 10/15/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/22/1983 - 09/29/1987
MUTUAL SERVICE CORPORATION
BOTH
Issued 12/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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